See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,358 | $198,466-83.2% | $170,442-80.4% | $147,584-77.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.44% | 257.29%-248.9pp | 205.93%-197.5pp | 578.55%-570.1pp |
| Employer contribution / active EE | $2,810 | $6,184-54.6% | $5,433-48.3% | $4,876-42.4% |
| Participant deferral / active EE | $2,253 | $5,629-60.0% | $4,939-54.4% | $5,439-58.6% |
| Admin fee / account holder | $1,429 | $16,852-91.5% | $13,880-89.7% | $10,885-86.9% |